Services and Gianna’s adviser profile

Services flyer and Gianna’s adviser profile

  • Close-up of a yellow scooter parked on grass with a woman in an orange dress reading a book in the background.

    Our 3 tiers of services

    The differences in value and services provided between traditional scoped advice, the Family CFO service and the Family Office service.

  • Aerial view of a sandy beach with colorful umbrellas, people swimming in turquoise water, and palm trees casting shadows on the sand.

    Gianna's adviser profile

    An overview of Gianna’s qualifications, how she collaborates with other experts and a really lovely client testimonial.